Solar CRM

Case Study : CRM for Solar Business Company

Client business is dedicated to providing sustainable and renewable energy solutions to empower individuals, businesses, and communities. With a passion for harnessing the power of the sun, we strive to make a positive impact on the environment while helping our clients reduce their carbon footprint and energy costs.

The biggest challenge is to understand client business and develop a custom CRM which streamlines the complete end to end process of the business. Process starts from lead generation to project closure. Customer will also have access to the software to accept the proposal and know their installation status.

Our approach starts with streamlining the entire solar project lifecycle, from lead to post-installation, with robust project management, automation, and seamless integration with specialized solar design and financing tools. Crucially, it must be user-friendly and mobile-accessible for all teams.

The software will have user roles for departments like sales, project management, accounts, installer, purchase and administrator. Customer also will be given access. There is need to integrate the software with xero accounting software using their API.

This Solar CRM leads to outcomes like higher conversion rates, faster projects, and efficient operations. The impact is increased revenue, stronger market position, and sustainable growth.